my top five holdings are intel, google, chipotle, gt advanced technologies, gtat, and gilead sciences. >> i'm going to say point blank, i'm going to give you why this is not a diversified portfolio. it's got too much high risk in terms of stocks. chipotle's is wild. only intel with a 4% yield is not spec. and gilead is a highly up and down crazy stock, that said, okay, you have an internet company, you've got a tech company, you've got a tech company that's very, very similar. keep intel. you have a biotech company and you have a food company. i need to see some diversified industrials. something like a ge in there would really help. and then i think we'll be in good shape. but please, cut the risk profile because a down 100 day, that portfolio is going to be down 5%. let's go to jimbo in michigan. >> thanks for taking my call. my five stocks are apple, aapl, intuitive surgical, isrg, pepsico, pep, johnson and johnson, jnj, disney, dis. am i diversified, jim? >> let's go to work here. for jimbo, which is what my sister nan always calls me. j and j, pharmaceutical, pepsi, disney, enter